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Name Holding Trade Value Shares
Change 		Change in
Stake
SLG
2401
Stanley-Laman Group
Pennsylvania
$1.75M -$86.4K -1,652 -5%
EIG
2402
Ellenbecker Investment Group
Wisconsin
$1.74M -$157K -3,008 -9%
SWAG
2403
Spectrum Wealth Advisory Group
California
$1.74M -$60K -1,148 -4%
CWM
2404
Concentric Wealth Management
California
$1.73M +$254K +4,852 +19%
CCM
2405
Colorado Capital Management
Colorado
$1.73M -$55.6K -1,064 -3%
IWP
2406
Icon Wealth Partners
Texas
$1.72M +$152K +2,912 +10%
WA
2407
WESPAC Advisors
California
$1.72M -$488K -9,340 -23%
PIM
2408
Platinum Investment Management
Australia
$1.72M – – –
AWA
2409
AmeriServ Wealth Advisors
Pennsylvania
$1.7M +$4.18K +80 +0.3%
SFG
2410
Summit Financial Group
West Virginia
$1.7M -$665K -12,716 -30%
RA
2411
Rational Advisors
New York
$1.7M -$1.33M -25,396 -46%
TFCP
2412
Twin Focus Capital Partners
Massachusetts
$1.7M – – –
FCCM
2413
First City Capital Management
Georgia
$1.7M -$47.7K -912 -3%
MMHP
2414
Murphy Middleton Hinkle & Parker
Georgia
$1.7M +$418 +8 +0%
RCM
2415
Requisite Capital Management
Texas
$1.7M -$446K -8,540 -22%
AWS
2416
AJ Wealth Strategies
New York
$1.69M +$65.2K +1,248 +4%
SP
2417
Successful Portfolios
Florida
$1.69M +$99.8K +1,908 +7%
FFWA
2418
FRG Family Wealth Advisors
Washington
$1.69M -$289K -5,520 -4%
ACP
2419
Aveo Capital Partners
Colorado
$1.67M -$142K -2,720 -9%
PLFAM
2420
Pineno Levin & Ford Asset Management
Virginia
$1.67M – – –
MC
2421
Matisse Capital
Oregon
$1.67M +$41.8K +800 +3%
WCM
2422
Weik Capital Management
Pennsylvania
$1.66M – – –
LFA
2423
Landmark Financial Advisors
Kentucky
$1.65M – – –
PAG
2424
Pinnacle Advisory Group
Maryland
$1.65M -$48.3K -924 -3%
CCP
2425
Clarkston Capital Partners
Michigan
$1.65M +$627 +12 +0%
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97
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